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Foundation Wealth Management (Pennsylvania)’s Blackstone BX Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,450
Closed -$224K – 93
2025
Q4 		$224K Sell
1,450
-2
-0.1% -$304 0.08% 86
2025
Q3 		$248K Hold
1,452
– – 0.1% 83
2025
Q2 		$217K Buy
1,452
+2
+0.1% +$275 0.09% 88
2025
Q1 		$203K Hold
1,450
– – 0.1% 87
2024
Q4 		$250K Buy
+1,450
New +$253K 0.12% 78

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s BX Position: Q1 2026 in Review

Foundation Wealth Management (Pennsylvania) sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,450 shares — an estimated $224K sold.

Foundation Wealth Management (Pennsylvania) first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q4 2024. 2,129 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Foundation Wealth Management (Pennsylvania) reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Foundation Wealth Management (Pennsylvania) sold 1,450 Blackstone shares in Q1 2026, an estimated $224K.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
  • Foundation Wealth Management (Pennsylvania)'s Blackstone position peaked at $250K in Q4 2024.
  • 2,129 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 22 Apr 2026.